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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

166 hedge funds and large institutions have $402M invested in First Trust US Equity Opportunities ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 24 increasing their positions, 79 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+14
Holders Change %
+9.21%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
24
Reduced
79
Closed
9
Calls
$115K
Puts
$86K
Net Calls
+$29K
Net Calls Change
+$29K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$122M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$6.37M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.55M
4
CCP
4
Cassia Capital Partners
North Carolina
$6.16M
5
CA
5
Calton & Associates
Florida
$1.51M

Top Sellers

1
EFG
1
Ethos Financial Group
Pennsylvania
$0
2
IAIM
2
International Assets Investment Management
Florida
$0
3
GM
3
GeoWealth Management
Illinois
$0
4
TWM
4
TMD Wealth Management
Arizona
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$6.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
101
Accredited Investors
Minnesota
$254K – – –
MCC
102
Money Concepts Capital
Florida
$249K -$19.2K -200 -7%
FCM
103
Family Capital Management
Michigan
$246K -$22.6K -236 -8%
SCA
104
Snowden Capital Advisors
New York
$243K -$3.45K -36 -1%
PWM
105
Purus Wealth Management
California
$233K -$39.8K -415 -15%
MIH
106
Meitav Investment House
Israel
$230K +$230K +2,364 New
WAG
107
Wiser Advisor Group
Arizona
$230K +$230K +2,393 New
WI
108
Wintrust Investments
Illinois
$227K -$4.79K -50 -2%
SMC
109
Smith, Moore & Co
Missouri
$225K +$225K +2,346 New
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$218K +$218K +2,278 New
TSS
111
Two Sigma Securities
New York
$215K -$70.1K -731 -25%
CB
112
Commerce Bank
Missouri
$211K +$211K +2,200 New
IF
113
Integrity Financial
Wyoming
$203K -$25.8K -269 -11%
ARG
114
Advisory Resource Group
Oklahoma
$202K +$202K +2,107 New
Kayne Anderson Rudnick Investment Management
115
Kayne Anderson Rudnick Investment Management
California
$196K – – –
Citigroup
116
Citigroup
New York
$174K -$4.41K -46 -2%
PWMG
117
Prestige Wealth Management Group
New Jersey
$159K – – –
PS
118
Principal Securities
Iowa
$153K +$153K +1,597 New
TSWM
119
Tyler-Stone Wealth Management
Ohio
$142K – – –
NS
120
NBC Securities
Alabama
$132K -$6.03K -63 -4%
PTC
121
Private Trust Company
Ohio
$131K – – –
ST
122
Smithfield Trust
Pennsylvania
$110K – – –
CHC
123
City Holding Co
West Virginia
$86.3K – – –
VF
124
VitalStone Financial
Texas
$84K -$7.89K -82 -9%
GWM
125
Geneos Wealth Management
Colorado
$83.9K -$9.59K -100 -10%
3 4
5
6 7